Adrian Sjøholt

Custom Fields in Dynamics Customer Insights Journeys Real-time

2. januar 2025 Adrian kommentarer 1 kommentar

A widely used feature in Dynamics Customer Insights Journeys (formerly known as Dynamics 365 Marketing) and event management is the use of custom fields. These fields are essential for gathering event-specific information that is not relevant at the contact level or should not be retained due to GDPR regulations. As of January 2025, this feature has not yet been integrated into real-time marketing. Many users are delaying their transition to real-time marketing due to this missing functionality. However, a workaround…

Les mer Les mer

Email creation failed due to missing double opt in template.

19. desember 2024 Adrian kommentarer 1 kommentar

Recently, I encountered a challenge while setting up double opt-in for a customer using multiple compliance profiles in Dynamics Customer Insights – Journeys. Despite extensive online research, I couldn’t find a solution. After numerous attempts and collaboration with Microsoft Support, I finally identified the solution.

Combine Segments

14. desember 2024 Adrian kommentarer 0 kommentarer

When sending out marketing content, you often want to combine one or more segments to create your full audience. Earlier this had to be done by creating a new segment for each combination of your segments. This resulted in more work, and a lot of segments that might was used one or a couple of times. Microsoft have now lauched new functionality in the journey creator in Customer Insigths – Journey where you can choose more than one to start…

Les mer Les mer

Opening Hours from Dynamics in Copilot

13. desember 2024 Adrian kommentarer 1 kommentar

Have you ever tried to access the Customer Service opening hours in Copilot? It’s not easily accessible through APIs or the dataverse action ‘List’. This is a working solution to get a true or false if the workstream is open right now The usecase was as follows: From Copilot, is the customer service center open or closed. From my research I have not found this documented anywhere on the Microsoft documentation or anywhere else. This was solved by using a…

Les mer Les mer